Manually add an RFP Package

1. On the Estimate page, go to the Bid Management tab.
2. Select Add / Import.
3. Select Add Manually.
4. Select the From Contact.
5. Your contact record name appears by default, but you can select a different employee.
6. Enter the RFP Package # and Title.
7. Enter Issue Date.
8. Complete the remaining fields on the page as needed.
9. Click Next.
10. In the Add Vendors section, select a View.
    • Add From ITB: Companies that are listed in the Invitation To Bid (ITB) and have a Status set to Bidding. See Drawings | Specs | ITB module.
    • Add From Master List: All active companies and contacts listed in the Contact Management module.
    • Add From Bidder List: All active companies and contacts listed in the Contact Management module that have Bidder List checked in their profile.
    • Add By Classification: All active companies and contacts listed in the Contact Management module that are categorized using a classification system such as Company Types.

    Use the Search box to filter companies and contacts.

11. Select one or more vendor contacts shown in the grid by clicking the checkbox on the left. These are the vendors that will be added to the package. Others can also be added after the RFP Package has been created.
12. Click Next.

Next step: Tag estimate items